Moving to RockifyERP · Guide 71 of 624

Opening invoice creation tool

Unpaid customer and supplier invoices from your old system come into RockifyERP with the Opening Invoice Creation Tool, so you can collect and pay them as normal.

How to do it in RockifyERP

  1. Search for Opening Invoice Creation Tool.
  2. Choose the Company and whether you are creating Sales or Purchase invoices.
  3. Add each unpaid invoice: party, invoice number, posting date, due date and outstanding amount. Or upload them from Excel.
  4. Click Create Invoices. RockifyERP posts them against the Temporary Opening account.

Tip: Use the original invoice dates and due dates so ageing reports are correct from day one.

Related RockifyERP guides

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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